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Guggenheim Strategic Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
76
New England Private Wealth Advisors
Massachusetts
$649K
SA
77
Sanctuary Advisors
Indiana
$627K +$1.94K +130 +0.3%
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$599K +$598K +40,000 New
SWP
79
Stratos Wealth Partners
Ohio
$589K -$45.3K -3,032 -7%
BWM
80
Buska Wealth Management
Wisconsin
$588K +$99.5K +6,653 +20%
BCI
81
Brinker Capital Investments
Pennsylvania
$577K +$158K +10,535 +38%
IAS
82
Insigneo Advisory Services
Florida
$557K +$59.8K +4,000 +12%
WWM
83
Western Wealth Management
Colorado
$553K +$1.91K +128 +0.3%
DWS
84
Discipline Wealth Solutions
South Carolina
$538K +$537K +35,935 New
DC
85
Davenport & Co
Virginia
$533K +$23.8K +1,594 +5%
AWM
86
Apollon Wealth Management
South Carolina
$511K +$163K +10,876 +47%
JCM
87
Jacobi Capital Management
Pennsylvania
$494K +$36.4K +2,433 +8%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$472K -$2.55M -170,274 -84%
GWSG
89
GPS Wealth Strategies Group
Colorado
$472K
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$467K +$17.6K +1,175 +4%
AWM
91
AE Wealth Management
Kansas
$466K +$105K +7,034 +29%
Comerica Bank
92
Comerica Bank
Texas
$465K +$6.88K +460 +2%
Stifel Financial
93
Stifel Financial
Missouri
$453K -$255K -17,076 -36%
Creative Planning
94
Creative Planning
Kansas
$443K +$292K +19,530 +194%
WAM
95
WFA Asset Management
Wisconsin
$426K +$80.4K +5,378 +25%
BRWA
96
B. Riley Wealth Advisors
Florida
$415K -$39.5K -2,643 -9%
AFG
97
Atomi Financial Group
New York
$413K
EMAM
98
Encompass More Asset Management
California
$404K +$37.8K +2,527 +10%
HighTower Advisors
99
HighTower Advisors
Illinois
$404K -$29.8K -1,994 -7%
DI
100
Disciplined Investments
Oklahoma
$403K +$33.8K +2,259 +9%